P

&Partners Portfolio holdings

AUM $15.6B
1-Year Est. Return 16.52%
This Quarter Est. Return
1 Year Est. Return
+16.52%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.28B
AUM Growth
+$1.56B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
926
New
Increased
Reduced
Closed

Top Buys

1
+$70.6M
2
+$62M
3
+$52.8M
4
NVDA icon
NVIDIA
NVDA
+$35.6M
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$33M

Top Sells

1
+$10.4M
2
+$463K
3
+$390K
4
VRP icon
Invesco Variable Rate Preferred ETF
VRP
+$347K
5
BORR
Borr Drilling
BORR
+$233K

Sector Composition

1 Technology 17.11%
2 Financials 7.61%
3 Healthcare 6.47%
4 Industrials 5.45%
5 Consumer Discretionary 5.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
551
$488K 0.02%
+17,928
552
$488K 0.02%
24,130
+11,234
553
$486K 0.02%
+26,748
554
$483K 0.02%
19,447
+6,923
555
$483K 0.02%
+14,994
556
$482K 0.02%
24,064
+6,281
557
$481K 0.02%
3,226
+1,920
558
$478K 0.02%
+2,350
559
$478K 0.02%
+1,842
560
$477K 0.02%
4,376
+581
561
$477K 0.02%
160,535
-6,770
562
$475K 0.02%
+6,855
563
$474K 0.02%
+2,969
564
$473K 0.02%
+5,097
565
$471K 0.02%
+6,149
566
$471K 0.02%
+806
567
$471K 0.02%
+23,590
568
$470K 0.02%
+10,046
569
$468K 0.02%
10,944
+1,860
570
$464K 0.02%
+1,918
571
$462K 0.02%
+5,833
572
$462K 0.02%
+25,413
573
$460K 0.02%
+2,935
574
$458K 0.02%
3,902
+422
575
$458K 0.02%
9,428
+4,745
21 22
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